Every quote. Every renewal.
Never slips.
Your clients don't remember when their policy renews. You shouldn't have to either. Yuzen keeps the quote pipeline, the renewal calendar, and every conversation with every policyholder on one screen.
Built for the broker's calendar.
Quotes don't close themselves. Renewals don't chase themselves.
Quote pipeline
Lead → Quoted → Policy Issued → Renewed. Custom stages for auto, home, life, and commercial — whatever lines you write.
Voice notes after calls
"Son turning 16, asked about adding to the auto policy in March." Yuzen logs it and reminds you in February.
Renewal reminders
Set a follow-up 30 days before renewal on every deal. Overdue items flag on the home screen — you never find out too late.
Email templates
Quote-ready, policy-issued, renewal-coming-up. Save every template once and fire off personalized versions in seconds.
Private by default
Client data lives on your device. On-device AI — your policyholder conversations are never uploaded anywhere.
Uses your address book
No duplicate database. Contacts stay in iPhone Contacts, where they already are. Switch apps anytime without migration pain.
One Plan. One Price.
Less than one policy's commission. Pays for itself immediately.
or $74.99/year — 7-day free trial, save 22%
- Unlimited clients & quotes
- Custom pipeline per line of business
- Renewal reminders & follow-ups
- Voice notes after every call
- Email templates
- Activity & task tracking
- PDF reports for every deal
Launching soon. Sign up to get notified.
Ready to stop letting renewals slip?
Be first in line when Yuzen launches.